Camelot Event-Driven Advisors, LLC

Fee-Only (% of Portfolio)

Camelot Event-Driven Advisors manages the Camelot Event-Driven Fund, aiming for long-term capital growth by investing in companies involved in corporate reorganizations like mergers and buyouts. They also consult with investors on appraisal rights strategies, which aim to profit from litigation related to mergers. The firm primarily serves the Fund, whose investors include individuals, pension plans, trusts, and other entities.

Assets Under Management$110M
Clients2
AdvisorsN/A
Avg. per Client$54M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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